David Shepherd, financial advisor Boston MA

David Shepherd

CRD Number: 2284051
Current Firm: Shepherd Kaplan Krochuk, LLC

David Shepherd (CRD# 2284051) is an Investment Advisor Representative working at Shepherd Kaplan Krochuk, LLC in Boston, MA and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Skk Capital Advisors, LLC Boston, MA Feb 2019 - Current 5
Shepherd Kaplan Krochuk LLC Boston, MA Nov 2017 - Current 6
Shepherd Kaplan LLC Boston, MA Aug 2003 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1992
S65 NASAA Investment Advisors Law Examination Feb 1998
Contact Info for David M. Shepherd
Phone Number: 617-896-1600
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    7,941
    MILLIONS
  • Total Number of Accounts
    1,140
    ACCOUNTS
  • Average Account Value
    $6,965,531
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, DC, FL, MA, MD, NY, PA, TX, VA

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